Average salary: $76,697 /yearly

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  • Senior Client Service Associate

     ...will play a vital role in maintaining the firm’s financial stability and continued growth. We are currently seeking a Senior Client Service Associate - Financial Services in the St. Louis, MO area to support the client service operations of an Advisor’s practice. This is... 
    Suggested
    Work experience placement
    Work at office

    Larson Financial Group, LLC

    Saint Louis, MO
    3 days ago

  • Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid

    $30 - $33.7 per hour

     ...Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid Job Category: Digital Investment Services Requisition Number: CLIEN006164 Posted: March 10, 2026 Full-Time Hybrid Chelmsford, MA 01824, USA Job Details Description Schedule: M-F,... 
    Suggested
    Full time
    Work experience placement

    DCU Opportunities

    Chelmsford, MA
    2 days ago

  • Client Services Associate

     ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and... 
    Suggested

    TradeJobsWorkForce

    North Richland Hills, TX
    1 day ago

  • Client Service Associate

    $18 per hour

     ...Client Service Associate If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming... 
    Suggested
    Work at office
    Immediate start

    SPS North America Inc

    New York, NY
    2 days ago

  • Registered Client Service Associate

    $30.81 - $42.35 per hour

     ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client... 
    Suggested
    Hourly pay
    Full time
    H1b
    Work at office
    Home office
    Visa sponsorship

    Ameriprise Financial

    Westlake Village, CA
    1 day ago

  • Client Service Associate

     ...Career Opportunity At Gallagher, we help clients face risk with confidence because we...  ...for the unexpected? At Gallagher, we are service-minded individuals coming together to...  ...ll Make An Impact As a client service associate I, you'll play a vital role in delivering... 
    Suggested
    Full time
    Live out
    Work at office
    Local area
    Flexible hours
    3 days per week

    Arthur J. Gallagher & Co.

    Glendale, CA
    13 hours ago

  • Client Service Associate

    $15.5 - $17 per hour

     ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 
    Suggested
    Hourly pay
    Local area
    Flexible hours

    Jackson Hewitt

    Hazlet, NJ
    3 days ago

  • Registered Client Service Associate

    $34.32k - $90k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    2 days ago

  • Client Service Associate- Insurance & Wealth Management(Capital Management Group)

    $55k - $65k

     ...Business Specialist At CMG we build lasting relationships with our clients to create a course of action helping them meet their financial...  ...are an experienced group of professionals providing financial services to our clients since 1992. Through our commitment to growth and... 
    Suggested
    Permanent employment
    Local area
    3 days per week

    HighTower Advisors

    Pearl River, NY
    2 days ago

  • Client Service Associate

     ...Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients... 
    Suggested
    Work at office
    Local area

    Waverly Advisors LLC

    Boston, MA
    4 days ago

  • Client Services Associate

     ...information below covers the role requirements, expected candidate experience, and accompanying qualifications. We are seeking a Client Service Representative to join a dynamic custody operations team. This is an entry level opportunity working under direct supervision,... 
    Suggested
    Work experience placement

    Phyton Talent Advisors

    Boston, MA
    3 days ago

  • Registered Client Service Associate- Coral Gables, FL

     ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    3 days ago

  • Brokerage Client Service Associate - Chicago, Illinois

     ...Monroe Street, Chicago, Illinois. Responsible for the general servicing and support of the Financial Advisors. This includes administrative...  ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.... 
    Suggested
    Full time
    Part time
    Work at office

    Truist Inc

    Chicago, IL
    3 days ago

  • Premier Client Services Associate

    $20 - $27 per hour

     ...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client... 
    Suggested
    Work at office

    East West Bank

    Pasadena, CA
    2 days ago

  • Client Service Associate - NR

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA... 
    Suggested
    Work at office
    Immediate start

    Stifel Financial

    Chapel Hill, NC
    4 days ago

  • Client Services Associate (for Monet Bank)

     ...Client Services Associate Monet Bank is pioneering the future of banking and money movement faster, more efficient, and built for the modern financial ecosystem. As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution backed by the... 
    Local area
    Remote work
    Relocation

    Beal Bank

    Plano, TX
    4 days ago

  • Client Service Associate

     ...Client Service Associate (CSA) Boston, MA | Full-Time A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA) to join its growing team. This is an excellent opportunity for an organized and client-focused... 
    Full time
    Work at office

    Masis Professional Group

    Boston, MA
    2 days ago

  • Client Services Associate

     ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors... 

    OnePoint BFG Wealth Partners

    Parsippany, NJ
    3 days ago

  • Senior Client Service Associate M&A Integrations

    $85k - $95k

     ...investment, financial and retirement planning services to individuals, foundations and family...  ...to grow their businesses and help their clients achieve their financial vision. Based in...  ...hands-on experience as a Client Service Associate or similar advisor-support role within a... 
    Permanent employment
    Work at office
    Local area
    Flexible hours

    HighTower Advisors

    Chicago, IL
    10 days ago

  • Client Service Associate (Spanish Speaker)

     ...Client Service Associate Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients... 

    Itau

    Miami, FL
    2 days ago

  • Client Service Associate

     ...wait... a.dialog. Apply. Btn { display: none; } .videocomponenteabc 36 f 51 f 188 f 63 a{ border: 1 px solid transparent; } .videocomponenteabc 36 f 51 f 188 f 63 a:focus{ border: Client Service, Associate, Wealth Advisor, Service, Officer, Financial Planning, Retail... 

    Bank of Oklahoma

    Dallas, TX
    2 days ago

  • Wealth Client Service Associate

    $60k - $85k

     ...wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule....  ...schedule client meetings in accordance with the firm segmentation and service model Prepare and review client meeting materials to ensure... 
    Full time
    Work experience placement
    Work at office

    Lead Advisor

    Long Island City, NY
    9 hours agonew

  • Client Service Associate

    $50k - $60k

     ...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,... 
    Work at office

    Alphabe Insight

    Santa Ana, CA
    2 days ago

  • Client Service Associate

    $85k - $125k

     ...Job Title: Client Service Associate Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. About Us We are a dynamic and highly regarded multi-family office headquartered in San Francisco,... 
    Full time
    Work at office
    Remote work
    Work from home
    Monday to Thursday
    Flexible hours

    SYON CAPITAL

    San Francisco, CA
    2 days ago

  • Private Client Team - Client Service Associate

    $130k - $185k

     ...Client Service Associate (CSA) Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family... 
    Flexible hours

    Dodge & Cox

    San Francisco, CA
    1 day ago

  • Client Services Associate

     ...Job Responsibilities Accept watches and jewelry for repair and services Evaluate items’ condition and clearly identify necessary repairs Communicate instructions for servicing and enter information clearly into the POS system Responsible for merchandise... 
    Local area

    Razny Jewelers

    Addison, IL
    3 days ago

  • Client Service Associate Entry Level

    $10k

     ...Client Service Associate Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will... 
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    1 day ago

  • Client Service Associate and#x2013; Entry Level

     ...You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact...  ...aspects of our firms relationship with them. You will coordinate client requests Client Service, Associate, Entry Level, Service, Retail... 

    Fisher Investments

    Murphy, TX
    3 days ago

  • Client Service Associate, Business Insurance

    $41.2k - $76.8k

     ...Client Service Associate, Business Insurance Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact... 
    Minimum wage
    Work at office
    Local area
    Night shift

    Marsh & McLennan

    New York, NY
    2 days ago

  • Client Service Associate

     ...Client Service Associate The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage... 
    Work at office

    BOK Financial

    Dallas, TX
    3 days ago